Finance Codex plugins

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…ht not have known to ask for, and returns a complete, sourced answer. Most other MCP servers only offer raw search and list data. Supercharge your workflow. Identify high-growth companies, run diligence in seconds, and act on opportunities before other firms catch on, or give your customers foresigh…

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…Fi positions, NFT holdings and activity, transaction labels, invoices, bills, and supported asset reference data. The app is read-only: it does not create, edit, delete, sync, recalculate, trade, transfer funds, sign transactions, or initiate payments.

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…s, type, or name - View onramp, offramp, and swap account details - Browse transaction history with fees, exchange rates, and blockchain data Example queries: - "Show me all customers pending KYB review" - "What are the recent transactions for this customer?" - "List all onramp accounts using USDC o…

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…echnical structure, and prepare pre-market briefs or market recaps. Organize findings with source references, distinguish confirmed facts from interpretation, and identify information gaps.

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…KYB decision reports: "Give me a full KYB decision report for <Company Name> — should we approve, refer, or decline?" Note: Requires D&B Risk Analytics license.

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Dineo helps users review balances, cash flow, categories, counterparties, movements, and transfers in their authenticated account. It displays financial charts and, only on explicit request, creates or modifies Dineo records and validates movement batches before import. Dineo records financial…

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…Form 4 insider transactions. - Filings and events: recent SEC filings, 8-K item events, and a delta feed for agent loops. - Context: 16 government macro series and sector capital-cycle aggregates. - Pre-2009 annual fundamentals parsed from text filings (FY1995 to FY2009), kept separate from the XBRL…

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…w, M&A escrow, divorce escrow, marine escrow, and third-party managed accounts (TPMAs) for legal professionals, executors, and corporate clients. The Dospay ChatGPT App gives users access to general business information such as website and contact email address. The app also allows users to get in t…

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Use natural language to analyze your Drivetrain data in ChatGPT. Fetch metrics, dimensions, and versions, explore trends, and generate insights seamlessly.

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…an be adjusted individually. Based on the entered data, the calculator provides various financing offers that can be compared side by side at a glance. The Dr. Klein Mortgage Calculator is suitable for planning a mortgage for the purchase of a property, a new-build project, or a refinancing. The cal…

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…holdings, insider transactions, congressional trades, short interest, earnings call transcripts and Federal Reserve economic series — and search the full text of filings rather than just their metadata. 90+ tools across those datasets. The free tier covers 100 requests a day with no credit card; a p…

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…ee where your money went — Compare spending across months, categories, or accounts. Ask why a month felt expensive, and get a real answer. - Catch problems before month-end — Project where you'll land on dining, travel, or any category before the damage is done. - Audit your subscriptions — Surface…

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Find out what term life insurance would cost you. Answer five quick questions, and Ethos will show you a personalized monthly price estimate right in ChatGPT. Explore coverage up to $3,000,000, adjust your term from 10 to…

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Facile.it Energia helps you compare gas and electricity offers in Italy. Instead of visiting each provider's website or deciphering confusing rate sheets, you can see the best available offers based on your actual consumption and location, all in one screen.…

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…tandard designed to seamlessly connect financial data, analytics models, and applications across different platforms. By enabling smooth interoperability, MCP empowers investment teams to easily share insights, streamline workflows, and enhance collaboration regardless of their tools or technology s…

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…s, vendors, payment methods — never estimates. Requires a facturillo account (facturillo.com); data features require an active plan.

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…ChatGPT per OAuth mit der Buchhaltung eines deutschen Unternehmens. Nutzer können Kunden, Belege, offene Posten, Banktransaktionen, Journal, UStVA-Status und BWA abfragen. Kunden, Rechnungsentwürfe und einzelne Kontierungen werden nur nach Vorschau und ausdrücklicher Bestätigung angelegt oder geände…

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Finara helps users track account balances, record income and expenses, manage budget limits, transfer funds between accounts, and review financial analytics through ChatGPT.

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…nstant access to BIST, VIOP, global indices, commodities, and crypto prices. Advanced Analytics: Professional-grade technical analysis tools and financial indicators at your fingertips. Smart Portfolio Insights: Seamlessly retrieve and analyze portfolio data with institutional precision. Seamless Co…

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Get an estimated auto insurance rate through a simple conversation. Answer a few questions about yourself, your drivers, and your vehicles, then continue with Freeway for a more detailed quote.

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…ers behind it (macro, trend, carry, value), and a detailed month-by-month breakdown with live ECB reference rates. FX Hedge is decision support for treasury and investment teams. It provides analytics only: it does not give investment advice, make recommendations, or execute transactions. A C8 FX He…

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…livery, and options where supported. No login, no account balances, no order placement or fund transfers. Data is informational only and is not investment advice. News/social tools are on Gate News; documentation tools are on a separate MCP server. Production MCP URL: https://api.gatemcp.ai/mcp/open…

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…des public-record financial intelligence inside ChatGPT. It covers congressional stock trades, U.S. federal and defense contracts, lobbying activity, management commitment history, upcoming market catalysts, prediction-market odds, and cross-signal convergence. Results depend on subscription tier an…

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…s, freelance receiving accounts, digital asset exchanges, and trading platforms. Delivers practical fee comparisons, currency conversion nuances, and security reviews with direct links to verified global fintech and crypto services.

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…lançamentos. * A edição e exclusão cobrem lançamentos simples; séries, lançamentos compostos e transferências seguem pela interface do Granatum.

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…r business by chatting with ChatGPT. HelpDol is an AI-powered financial management app for sales professionals, service providers, self-employed workers, freelancers, contractors, and small business owners. Connect your bank account once in the HelpDol app and your income and expenses are imported a…

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…heir material-participation goals (100 hours for STR, 750 for LTR) with on-pace status, and cross-reference synced guest reservations when reconstructing work performed. Activities logged through ChatGPT are labeled as agent-logged in the user's audit trail and sync to the HourProof mobile app.

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…data. Use it to answer billing questions, inspect customer context, monitor revenue, and perform safe billing workflows from your Hyperline account.

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…versions and applicability information for a specified date. Read treaty provisions and their tax-effect dates, locate passages in long documents, and retrieve published legal changes. Use the cited sources to support research notes, client work and internal tax analysis. Coverage, historical depth…

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…p founders managing US compliance and bookkeeping. The connector is read-only, so your data stays safe while ChatGPT gives you instant answers from your live Inkle account.

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…with a PDF: note rate, two origination options, monthly payment, DSCR, prepayment terms and lender fees, plus alternate loan products where available. When a deal needs a closer look, the investor is told that written terms will follow within 24 hours. Every term sheet states the assumptions it was…

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…nything done through the assistant matches what you'd see in your account. Built for real estate professionals who want to spend less time on manual analysis and more time advising on deals and closing them.

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Jaz in your agents: full-featured accounting, finance, and reporting. Built for accountants, finance teams, and the businesses they serve. IFRS-first, multi-currency, multi-user by default.

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…that helps you quickly find cards that match how you actually spend. In one place, you can browse offers from multiple banks and compare key details side by side — like cashback rates, rewards, welcome bonuses, annual fees, eligibility requirements, and core benefits (travel perks, lounge access, di…

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…ing terms and jargon, all without leaving ChatGPT. Whether you’re learning the basics, exploring different investment ideas, or trying to understand market language, Learn to Invest with AJ Bell makes it easier to find trusted educational content and answers to your investing questions. This experie…

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…te for a vehicle registered in France. Enter a license plate, confirm the vehicle details, answer a few driver-profile questions, and view estimated monthly and annual prices.